JP Morgan Chase
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JP Morgan Chase’s Custom Truck One Source CTOS Stock Holding History

JP Morgan Chase’s Portfolio CTOS Stock Details CTOS Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$4.86M Buy
770,219
+744,873
+2,939% +$4.89M ﹤0.01% 3331
2025
Q4 		$146K Sell
25,346
-299
-1% -$1.82K ﹤0.01% 5691
2025
Q3 		$165K Sell
25,645
-3,777
-13% -$21.9K ﹤0.01% 5620
2025
Q2 		$145K Buy
29,422
+4,058
+16% +$17.5K ﹤0.01% 5422
2025
Q1 		$107K Buy
25,364
+2,200
+9% +$10.6K ﹤0.01% 5534
2024
Q4 		$111K Sell
23,164
-469,247
-95% -$2.12M ﹤0.01% 5713
2024
Q3 		$1.7M Buy
492,411
+445,038
+939% +$1.87M ﹤0.01% 4126
2024
Q2 		$206K Buy
47,373
+1,959
+4% +$9.54K ﹤0.01% 5153
2024
Q1 		$264K Sell
45,414
-31,523
-41% -$196K ﹤0.01% 5190
2023
Q4 		$475K Sell
76,937
-485,243
-86% -$2.86M ﹤0.01% 4831
2023
Q3 		$3.49M Buy
562,180
+479,860
+583% +$3.17M ﹤0.01% 3106
2023
Q2 		$555K Buy
82,320
+5,238
+7% +$34.5K ﹤0.01% 4429
2023
Q1 		$524K Buy
77,082
+14,483
+23% +$101K ﹤0.01% 4470
2022
Q4 		$395K Buy
62,599
+6,033
+11% +$39.1K ﹤0.01% 4663
2022
Q3 		$329K Buy
56,566
+5,863
+12% +$36.6K ﹤0.01% 4696
2022
Q2 		$284K Buy
50,703
+9,197
+22% +$58.6K ﹤0.01% 4892
2022
Q1 		$349K Buy
41,506
+11,063
+36% +$89.4K ﹤0.01% 4903
2021
Q4 		$244K Buy
30,443
+13,396
+79% +$115K ﹤0.01% 5235
2021
Q3 		$159K Buy
17,047
+12,030
+240% +$101K ﹤0.01% 5349
2021
Q2 		$48K Sell
5,017
-28,214
-85% -$277K ﹤0.01% 5743
2021
Q1 		$310K Sell
33,231
-899
-3% -$7.33K ﹤0.01% 4953
2020
Q4 		$251K Buy
34,130
+25,999
+320% +$132K ﹤0.01% 4726
2020
Q3 		$33K Buy
8,131
+3,672
+82% +$14.2K ﹤0.01% 5056
2020
Q2 		$18K Buy
+4,459
New +$13K ﹤0.01% 5055
2019
Q4 		– Sell
-25,021
Closed -$150K – 5639
2019
Q3 		$150K Buy
+25,021
New +$196K ﹤0.01% 4747

Other funds holding CTOS

PEA
Platinum Equity Advisors Beverly Hills, California $8.88B AUM 27.09% 1-Year Est. Return
CWA
Canvas Wealth Advisors Shawnee, Kansas $717M AUM 41.56% 1-Year Est. Return
Mirae Asset Global ETFs Holdings
Mirae Asset Global ETFs Holdings Causeway Bay, Hong Kong $73.7B AUM 53.56% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Alyeska Investment Group
Alyeska Investment Group Chicago, Illinois $35.4B AUM 33.54% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase's CTOS Position: Q1 2026 in Review

JP Morgan Chase increased its Custom Truck One Source (CTOS) stake by 2,939% in Q1 2026, buying an estimated $4.89M and bringing the position to 770,219 shares worth $4.86M. The position accounts for ﹤0.01% of the portfolio, ranked #3331.

JP Morgan Chase first reported a position in CTOS in Q3 2019 and has held it in 25 quarters since. 173 funds tracked by Wall St. Rank hold CTOS as of Q1 2026.

  • JP Morgan Chase held 770,219 shares of Custom Truck One Source worth $4.86M as of Q1 2026.
  • JP Morgan Chase bought 744,873 Custom Truck One Source shares in Q1 2026, an estimated $4.89M.
  • Custom Truck One Source made up ﹤0.01% of JP Morgan Chase's portfolio in Q1 2026, its #3331 holding.
  • JP Morgan Chase first reported a position in Custom Truck One Source in Q3 2019 and has held it in 25 quarters since.
  • 173 funds tracked by Wall St. Rank held Custom Truck One Source as of Q1 2026.

Based on JP Morgan Chase's 13F filing for Q1 2026, filed 13 May 2026.